Kyle Walker Flanary

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Vanguard Advisers, Inc.

100 Vanguard Blvd, Malvern, PA 19355 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-12-06
NC	RA	APPROVED	2015-01-27
TX	RA	APPROVED	2015-01-27

CO RA
APPROVED

Since 2022-12-06
NC RA
APPROVED

Since 2015-01-27
TX RA
APPROVED

Since 2015-01-27

Branch Locations

1030 Admiral Nelson Ct, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Vanguard Group, Inc.	Charlotte	NC	10/2007	Present
Vanguard Marketing Corporation	Charlotte	NC	10/2007	Present
Vanguard Advisers, Inc.	Charlotte	NC	01/2015	Present

10/2007 → Present

The Vanguard Group, Inc.

Charlotte, NC
10/2007 → Present

Vanguard Marketing Corporation

Charlotte, NC
01/2015 → Present

Vanguard Advisers, Inc.

Charlotte, NC

Other Businesses

NAME OF BUSINESS: K-SQUARED PROPERTIES, LLC. INVESTMENT RELATED ADDRESS: CHARLOTTE, NC NATURE OF BUSINESS: RENTAL PROPERTY POSITION: MANAGER START DATE: 11/2019 APPROX. HOURS/MONTH: 5 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MANAGER OF LLC TO HOLD RENTAL PROPERTY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2007-11-21

S63 Uniform Securities Agent State Law Examination

2007-11-21

Designations

Certified Financial Planner

Other Names

Kyle Flanary

View on SEC IAPD